See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,518 | $78,672-2.7% | $109,143-29.9% | $85,850-10.9% |
| Participation rate | 40.0% | 68.3%-28.3pp | 75.9%-35.9pp | 69.3%-29.3pp |
| Annual return | 20.48% | 25.09%-4.6pp | 25.75%-5.3pp | 318.53%-298.0pp |
| Employer contribution / active EE | $1,077 | $2,735-60.6% | $3,722-71.1% | $2,565-58.0% |
| Participant deferral / active EE | $2,463 | $3,467-29.0% | $4,653-47.1% | $3,952-37.7% |
| Admin fee / account holder | $1,976 | $5,469-63.9% | $6,752-70.7% | $6,260-68.4% |